CDM FINANCIAL COUNSELING SERVICES, INC. — 13F holdings

CDM FINANCIAL COUNSELING SERVICES, INC. reported 77 holdings worth $119M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $14.1M (11.9%)
  2. XLK SELECT SECTOR SPDR TR — $12.6M (10.6%)
  3. VTI VANGUARD INDEX FDS — $7.85M (6.6%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $6.18M (5.2%)
  5. MSFT MICROSOFT CORP — $4.70M (3.9%)
  6. MGK VANGUARD WORLD FD — $4.41M (3.7%)
  7. XLC SELECT SECTOR SPDR TR — $3.81M (3.2%)
  8. VYM VANGUARD WHITEHALL FDS — $3.65M (3.1%)
  9. SOXX ISHARES TR — $3.02M (2.5%)
  10. VUG VANGUARD INDEX FDS — $2.87M (2.4%)